A Decent Buy Opportunity Is Emerging In Talend

  • Talend is still a fairly small company faced with a big market opportunity in data integration.
  • Revenue growth is still fast and operational leverage has already set in, even if the company is not yet profitable and isn’t likely to be anytime soon.
  • At least the company doesn’t bleed cash and has no debt.
  • Valuation isn’t cheap, but given the opportunity and the recent sell-off, we think a reasonable entry point is emerging.

Source: A Decent Buy Opportunity Is Emerging In Talend – Talend SA (NASDAQ:TLND) | Seeking Alpha